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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,402 | $101,063+25.1% | $81,473+55.1% | $147,585-14.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 23.82% | 32.41%-8.6pp | 38.78%-15.0pp | 578.58%-554.8pp |
| Employer contribution / active EE | $6,856 | $3,206+113.9% | $2,568+167.0% | $4,876+40.6% |
| Participant deferral / active EE | $19,606 | $4,242+362.2% | $3,537+454.3% | $5,439+260.5% |
| Admin fee / account holder | $1,227 | $5,812-78.9% | $4,561-73.1% | $10,886-88.7% |